TE Connectivity plc
TELQ2 2023Estimated2% AI
AI Revenue %
2%
AI Fair Value
$588.1M
AI Revenue (Q)
$80.0M
Total Revenue (Q)
$4.0B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Data & devices sub-segment revenue = $288M on total net sales of $4,160M (6.9% of total). Data & devices declined 26.5% YoY as the broader data center market remained soft. Even as AI interest surged post-ChatGPT, connector orders had not yet materialized in revenue. Conservative 20% AI share: $288M x 0.20 = $58M / $4,160M = 1.4%, rounded to 2%.
Analyzed by claude-opus-4-6
AI Products Identified (Ring 1)
High-speed data center connectorsNetworking equipment connectorsServer power connectors
AI-Enabled Items (Ring 2 — Not Counted)
These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.
Data and devices sub-segment ($288M)Communications Solutions segment ($486M)
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix